Advisor at CBL Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Flat fees for consulting generally range from $350 to $5,000
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.90% $10,000,001+: Negotiable
Hourly fees from $150 to $350 for financial advice/consultation
Minimum fee: Minimum fee of $500 for written financial plans, minimum retainer of 50% not exceeding $500 for financial planning Fee-only: Hourly fees range from $150 to $350; flat fees for consulting range from $350 to $5,000
CBL Wealth Management
2017 - Present (9 years)
Starfox Financial Services LLC
2010 - 2017 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
CFP®, Series 66
Apple Valley, CA
Edward Jones
Series 66
Lake Arrowhead, CA
Fidelity
Andrew Schroeder is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. He previously worked as a Financial Advisor at Ameriprise Financial Services, Inc. from 2015 to 2018. Andrew focuses on building personal relationships with clients to help them achieve their financial goals through knowledgeable guidance, ongoing financial planning, and personalized investment strategies. He holds a California Insurance License, which supports his ability to provide comprehensive financial advice. Andrew is committed to helping clients develop financial confidence for both their present and retirement years.
Series 63, Series 66
Apple Valley, CA
Edward Jones
Series 65
Apple Valley, CA
Interactive Financial Advisors
Series 63, Series 65
Apple Valley, CA
U.S. Bancorp Advisors, LLC
Series 66
Apple Valley, CA
Centaurus Financial, Inc.
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